Ridgepost Capital Inc (RPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

DECREASED

Shares1,501,079 from 1,551,349

Change-50,270 (-3%)

Value$11.2M (-$1.1M)

Filed 2026-11-06

Deprince Race & Zollo Inc

INCREASED

Shares857,100 from 702,316

Change+154,784 (+22%)

Value$6.4M (+$841.0K)

Filed 2026-10-13

Russell Investments Group, Ltd.

INCREASED

Shares770,308 from 632,863

Change+137,445 (+22%)

Value$5.7M (+$742.8K)

Filed 2026-11-06

Guardian Wealth Management, Inc.

INCREASED

Shares384,799 from 380,685

Change+4,114 (+1%)

Value$2.9M (-$136.9K)

Filed 2026-10-30

Creative Planning

INCREASED

Shares311,937 from 231,153

Change+80,784 (+35%)

Value$2.3M (+$498.5K)

Filed 2026-11-02

Seed Wealth Management, Inc.

UNCHANGED

Shares166,893 from 166,893

Change0 (0%)

Value$1.2M (-$73.4K)

Filed 2026-10-20

Bank of New York Mellon Corp

INCREASED

Shares139,445 from 136,572

Change+2,873 (+2%)

Value$1.0M (-$38.7K)

Filed 2026-11-05

Virginia Retirement Systems ET Al

INCREASED

Shares127,100 from 125,500

Change+1,600 (+1%)

Value$944.4K (-$43.3K)

Filed 2026-10-28

Fifth Third Bancorp

DECREASED

Shares93,017 from 114,418

Change-21,401 (-19%)

Value$691.1K (-$209.4K)

Filed 2026-11-05

Clearstead Advisors, LLC

DECREASED

Shares92,684 from 92,698

Change-14 (0%)

Value$688.6K (-$40.9K)

Filed 2026-11-06

Dimensional Fund Advisors LP

NEW

Shares90,411

Change+90,411

Value$671.8K

Filed 2026-11-04

Pension & Wealth Management Advisors, Inc.

INCREASED

Shares60,753 from 60,602

Change+151 (+0%)

Value$451.4K (-$25.5K)

Filed 2026-10-16

Deutsche Bank Ag\

DECREASED

Shares52,809 from 60,301

Change-7,492 (-12%)

Value$392.4K (-$82.2K)

Filed 2026-11-06

Evergreen Capital Management LLC

INCREASED

Shares37,859 from 37,753

Change+106 (+0%)

Value$281.3K (-$15.8K)

Filed 2026-10-23

Citigroup Inc

INCREASED

Shares31,937 from 31,339

Change+598 (+2%)

Value$237.3K (-$9.3K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares29,362 from 25,587

Change+3,775 (+15%)

Value$234.3K (+$29.6K)

Filed 2026-10-13

Barclays PLC

INCREASED

Shares25,423 from 9,202

Change+16,221 (+176%)

Value$188.9K (+$116.5K)

Filed 2026-11-06

Inscription Capital, LLC

DECREASED

Shares24,973 from 27,805

Change-2,832 (-10%)

Value$185.5K (-$33.3K)

Filed 2026-11-02

Chicago Partners Investment Group LLC

INCREASED

Shares22,551 from 22,286

Change+265 (+1%)

Value$195.7K (+$10.3K)

Filed 2026-10-27

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares21,399 from 21,791

Change-392 (-2%)

Value$159.0K (-$12.5K)

Filed 2026-10-13

Laurel Wealth Advisors LLC

UNCHANGED

Shares16,933 from 16,933

Change0 (0%)

Value$125.8K (-$7.5K)

Filed 2026-10-27

Olympiad Research LP

NEW

Shares16,539

Change+16,539

Value$122.9K

Filed 2026-11-04

Arizona State Retirement System

DECREASED

Shares14,997 from 16,192

Change-1,195 (-7%)

Value$111.4K (-$16.0K)

Filed 2026-11-03

Wasatch Advisors LP

INCREASED

Shares12,197 from 10,507

Change+1,690 (+16%)

Value$90.6K (+$7.9K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

DECREASED

Shares10,881 from 11,751

Change-870 (-7%)

Value$80.8K (-$11.6K)

Filed 2026-11-06

Copeland Capital Management, LLC

INCREASED

Shares9,963 from 9,937

Change+26 (+0%)

Value$74.0K (-$4.2K)

Filed 2026-10-13

State of Wyoming

NEW

Shares8,291

Change+8,291

Value$61.6K

Filed 2026-10-28

Versant Capital Management, Inc

DECREASED

Shares5,983 from 6,202

Change-219 (-4%)

Value$44.5K (-$4.4K)

Filed 2026-10-02

State of Alaska, Department of Revenue

DECREASED

Shares2,893 from 3,439

Change-546 (-16%)

Value$21 (-$27.0K)

Filed 2026-10-15

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares2,677 from 2,677

Change0 (0%)

Value$19.9K (-$1.2K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares1,981 from 212

Change+1,769 (+834%)

Value$14.7K (+$13.1K)

Filed 2026-10-22

Allworth Financial LP

INCREASED

Shares1,298 from 1,192

Change+106 (+9%)

Value$10.2K (+$834)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares877 from 759

Change+118 (+16%)

Value$6.5K (+$543)

Filed 2026-10-23

Nisa Investment Advisors, LLC

UNCHANGED

Shares748 from 748

Change0 (0%)

Value$5.6K (-$329)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares713 from 861

Change-148 (-17%)

Value$5.3K (-$1.5K)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares576 from 596

Change-20 (-3%)

Value$4.3K (-$411)

Filed 2026-10-14

Bare Financial Services, Inc

DECREASED

Shares369 from 436

Change-67 (-15%)

Value$2.7K (-$689)

Filed 2026-11-04

True Wealth Design, LLC

DECREASED

Shares220 from 278

Change-58 (-21%)

Value$1.6K (-$553)

Filed 2026-10-13

Financial Consulate, Inc

NEW

Shares200

Change+200

Value$1.5K

Filed 2026-10-23

Gamma Investing LLC

INCREASED

Shares176 from 50

Change+126 (+252%)

Value$1.3K (+$914)

Filed 2026-10-08

US Bancorp \de\

NEW

Shares172

Change+172

Value$1.3K

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares129 from 218

Change-89 (-41%)

Value$958 (-$757)

Filed 2026-10-08

Parkside Financial Bank & Trust

NEW

Shares123

Change+123

Value$914

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares105

Change+105

Value$780

Filed 2026-10-21

Covestor Ltd

INCREASED

Shares73 from 67

Change+6 (+9%)

Value$1 ($0)

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

DECREASED

Shares70 from 101

Change-31 (-31%)

Value$520 (-$275)

Filed 2026-10-29

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$513 (-$30)

Filed 2026-10-05

Zions Bancorporation, National Association

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$372 (-$22)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

NEW

Shares44

Change+44

Value$327

Filed 2026-10-20

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$260 (-$15)

Filed 2026-10-27

Fortitude Family Office, LLC

INCREASED

Shares33 from 25

Change+8 (+32%)

Value$245 (+$48)

Filed 2026-10-14

Provenance Wealth Advisors, LLC

NEW

Shares30

Change+30

Value$223

Filed 2026-10-30

IFP Advisors, Inc

INCREASED

Shares27 from 18

Change+9 (+50%)

Value$201 (+$59)

Filed 2026-10-16

SJS Investment Consulting Inc.

INCREASED

Shares24 from 22

Change+2 (+9%)

Value$179 (+$5)

Filed 2026-10-26

Parallel Advisors, LLC

DECREASED

Shares12 from 105

Change-93 (-89%)

Value$90 (-$737)

Filed 2026-11-03

Kingswood Wealth Advisors, LLC

CLOSED

Shares0 from 51,270

Change-51,270 (-100%)

Value$0 (-$403.5K)

Filed 2026-10-23

Womack Financial LLC

CLOSED

Shares0 from 31,890

Change-31,890 (-100%)

Value$0 (-$251.0K)

Filed 2026-10-14

Tokio Marine Asset Management Co LTD

CLOSED

Shares0 from 7,200

Change-7,200 (-100%)

Value$0 (-$56.7K)

Filed 2026-10-26

Larson Financial Group LLC

CLOSED

Shares0 from 113

Change-113 (-100%)

Value$0 (-$889)

Filed 2026-11-05

Simplex Trading, LLC

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$401)

Filed 2026-11-04

Silver Grove Financial Group, Inc.

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$150)

Filed 2026-11-05

BlackRock, Inc.

N/A

Shares— from 4,452,743

Change-4,452,743 (-100%)

Value—

Capital World Investors

N/A

Shares— from 3,892,773

Change-3,892,773 (-100%)

Value—

CAZ Investments LP

N/A

Shares— from 3,855,757

Change-3,855,757 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 3,605,148

Change-3,605,148 (-100%)

Value—

River Road Asset Management, LLC

N/A

Shares— from 3,250,951

Change-3,250,951 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,228,648

Change-3,228,648 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,876,221

Change-2,876,221 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,770,943

Change-2,770,943 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,767,362

Change-2,767,362 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 2,490,717

Change-2,490,717 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,722,503

Change-1,722,503 (-100%)

Value—

Samjo Management, LLC

N/A

Shares— from 865,605

Change-865,605 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 602,041

Change-602,041 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 584,629

Change-584,629 (-100%)

Value—

American Financial Group Inc

N/A

Shares— from 540,000

Change-540,000 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 534,491

Change-534,491 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 521,280

Change-521,280 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 515,071

Change-515,071 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 505,620

Change-505,620 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 450,559

Change-450,559 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 448,345

Change-448,345 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 417,225

Change-417,225 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 407,361

Change-407,361 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 289,382

Change-289,382 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 236,152

Change-236,152 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 221,587

Change-221,587 (-100%)

Value—

Man Group plc

N/A

Shares— from 173,391

Change-173,391 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 168,796

Change-168,796 (-100%)

Value—

UBS Group AG

N/A

Shares— from 143,609

Change-143,609 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 117,700

Change-117,700 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 79,565

Change-79,565 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 74,998

Change-74,998 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 73,482

Change-73,482 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 69,699

Change-69,699 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 66,926

Change-66,926 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 65,277

Change-65,277 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 57,190

Change-57,190 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 52,810

Change-52,810 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 51,262

Change-51,262 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 49,492

Change-49,492 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 47,224

Change-47,224 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 46,201

Change-46,201 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 42,922

Change-42,922 (-100%)

Value—

Varcov Co.

N/A

Shares— from 40,512

Change-40,512 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 38,527

Change-38,527 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 36,661

Change-36,661 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 35,878

Change-35,878 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 29,403

Change-29,403 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 29,017

Change-29,017 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 28,965

Change-28,965 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 28,710

Change-28,710 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 27,814

Change-27,814 (-100%)

Value—

Allstate Corp

N/A

Shares— from 26,341

Change-26,341 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 24,508

Change-24,508 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 23,570

Change-23,570 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 22,314

Change-22,314 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 19,715

Change-19,715 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 19,529

Change-19,529 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 18,654

Change-18,654 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 17,387

Change-17,387 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 15,823

Change-15,823 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 15,534

Change-15,534 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 14,450

Change-14,450 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 14,387

Change-14,387 (-100%)

Value—

Permanent Capital Management, LP

N/A

Shares— from 13,682

Change-13,682 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 13,382

Change-13,382 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 12,400

Change-12,400 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 12,300

Change-12,300 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 12,269

Change-12,269 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,196

Change-12,196 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 12,184

Change-12,184 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 12,018

Change-12,018 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 11,920

Change-11,920 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 11,074

Change-11,074 (-100%)

Value—

Storgate, LLC

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 10,683

Change-10,683 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,554

Change-5,554 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,494

Change-3,494 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,310

Change-2,310 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 891

Change-891 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 370

Change-370 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 273

Change-273 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 176

Change-176 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	1,501,079	1,551,349	-50,270	-3%	$12.2M	$11.2M	-$1.1M	2026-11-06
Deprince Race & Zollo Inc	INCREASED	857,100	702,316	+154,784	+22%	$5.5M	$6.4M	+$841.0K	2026-10-13
Russell Investments Group, Ltd.	INCREASED	770,308	632,863	+137,445	+22%	$5.0M	$5.7M	+$742.8K	2026-11-06
Guardian Wealth Management, Inc.	INCREASED	384,799	380,685	+4,114	+1%	$3.0M	$2.9M	-$136.9K	2026-10-30
Creative Planning	INCREASED	311,937	231,153	+80,784	+35%	$1.8M	$2.3M	+$498.5K	2026-11-02
Seed Wealth Management, Inc.	UNCHANGED	166,893	166,893	0	0%	$1.3M	$1.2M	-$73.4K	2026-10-20
Bank of New York Mellon Corp	INCREASED	139,445	136,572	+2,873	+2%	$1.1M	$1.0M	-$38.7K	2026-11-05
Virginia Retirement Systems ET Al	INCREASED	127,100	125,500	+1,600	+1%	$987.7K	$944.4K	-$43.3K	2026-10-28
Fifth Third Bancorp	DECREASED	93,017	114,418	-21,401	-19%	$900.5K	$691.1K	-$209.4K	2026-11-05
Clearstead Advisors, LLC	DECREASED	92,684	92,698	-14	0%	$729.5K	$688.6K	-$40.9K	2026-11-06
Dimensional Fund Advisors LP	NEW	90,411	—	+90,411	—	—	$671.8K	—	2026-11-04
Pension & Wealth Management Advisors, Inc.	INCREASED	60,753	60,602	+151	+0%	$476.9K	$451.4K	-$25.5K	2026-10-16
Deutsche Bank Ag\	DECREASED	52,809	60,301	-7,492	-12%	$474.6K	$392.4K	-$82.2K	2026-11-06
Evergreen Capital Management LLC	INCREASED	37,859	37,753	+106	+0%	$297.1K	$281.3K	-$15.8K	2026-10-23
Citigroup Inc	INCREASED	31,937	31,339	+598	+2%	$246.6K	$237.3K	-$9.3K	2026-11-04
Wealth Enhancement Advisory Services, LLC	INCREASED	29,362	25,587	+3,775	+15%	$204.7K	$234.3K	+$29.6K	2026-10-13
Barclays PLC	INCREASED	25,423	9,202	+16,221	+176%	$72.4K	$188.9K	+$116.5K	2026-11-06
Inscription Capital, LLC	DECREASED	24,973	27,805	-2,832	-10%	$218.8K	$185.5K	-$33.3K	2026-11-02
Chicago Partners Investment Group LLC	INCREASED	22,551	22,286	+265	+1%	$185.4K	$195.7K	+$10.3K	2026-10-27
Hennion & Walsh Asset Management, Inc.	DECREASED	21,399	21,791	-392	-2%	$171.5K	$159.0K	-$12.5K	2026-10-13
Laurel Wealth Advisors LLC	UNCHANGED	16,933	16,933	0	0%	$133.3K	$125.8K	-$7.5K	2026-10-27
Olympiad Research LP	NEW	16,539	—	+16,539	—	—	$122.9K	—	2026-11-04
Arizona State Retirement System	DECREASED	14,997	16,192	-1,195	-7%	$127.4K	$111.4K	-$16.0K	2026-11-03
Wasatch Advisors LP	INCREASED	12,197	10,507	+1,690	+16%	$82.7K	$90.6K	+$7.9K	2026-10-13
PNC Financial Services Group, Inc.	DECREASED	10,881	11,751	-870	-7%	$92.5K	$80.8K	-$11.6K	2026-11-06
Copeland Capital Management, LLC	INCREASED	9,963	9,937	+26	+0%	$78.2K	$74.0K	-$4.2K	2026-10-13
State of Wyoming	NEW	8,291	—	+8,291	—	—	$61.6K	—	2026-10-28
Versant Capital Management, Inc	DECREASED	5,983	6,202	-219	-4%	$48.8K	$44.5K	-$4.4K	2026-10-02
State of Alaska, Department of Revenue	DECREASED	2,893	3,439	-546	-16%	$27.0K	$21	-$27.0K	2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	2,677	2,677	0	0%	$21.1K	$19.9K	-$1.2K	2026-11-05
Sterling Capital Management LLC	INCREASED	1,981	212	+1,769	+834%	$1.7K	$14.7K	+$13.1K	2026-10-22
Allworth Financial LP	INCREASED	1,298	1,192	+106	+9%	$9.4K	$10.2K	+$834	2026-11-06
Signaturefd, LLC	INCREASED	877	759	+118	+16%	$6.0K	$6.5K	+$543	2026-10-23
Nisa Investment Advisors, LLC	UNCHANGED	748	748	0	0%	$5.9K	$5.6K	-$329	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	713	861	-148	-17%	$6.8K	$5.3K	-$1.5K	2026-11-04
Essential Partners LLC	DECREASED	576	596	-20	-3%	$4.7K	$4.3K	-$411	2026-10-14
Bare Financial Services, Inc	DECREASED	369	436	-67	-15%	$3.4K	$2.7K	-$689	2026-11-04
True Wealth Design, LLC	DECREASED	220	278	-58	-21%	$2.2K	$1.6K	-$553	2026-10-13
Financial Consulate, Inc	NEW	200	—	+200	—	—	$1.5K	—	2026-10-23
Gamma Investing LLC	INCREASED	176	50	+126	+252%	$394	$1.3K	+$914	2026-10-08
US Bancorp \de\	NEW	172	—	+172	—	—	$1.3K	—	2026-11-05
Farther Finance Advisors, LLC	DECREASED	129	218	-89	-41%	$1.7K	$958	-$757	2026-10-08
Parkside Financial Bank & Trust	NEW	123	—	+123	—	—	$914	—	2026-10-27
Root Financial Partners, LLC	NEW	105	—	+105	—	—	$780	—	2026-10-21
Covestor Ltd	INCREASED	73	67	+6	+9%	$1	$1	$0	2026-10-30
Caitong International Asset Management Co., Ltd	DECREASED	70	101	-31	-31%	$795	$520	-$275	2026-10-29
MassMutual Private Wealth & Trust, FSB	UNCHANGED	69	69	0	0%	$543	$513	-$30	2026-10-05
Zions Bancorporation, National Association	UNCHANGED	50	50	0	0%	$394	$372	-$22	2026-11-06
Physician Wealth Advisors, Inc.	NEW	44	—	+44	—	—	$327	—	2026-10-20
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	35	35	0	0%	$275	$260	-$15	2026-10-27
Fortitude Family Office, LLC	INCREASED	33	25	+8	+32%	$197	$245	+$48	2026-10-14
Provenance Wealth Advisors, LLC	NEW	30	—	+30	—	—	$223	—	2026-10-30
IFP Advisors, Inc	INCREASED	27	18	+9	+50%	$142	$201	+$59	2026-10-16
SJS Investment Consulting Inc.	INCREASED	24	22	+2	+9%	$174	$179	+$5	2026-10-26
Parallel Advisors, LLC	DECREASED	12	105	-93	-89%	$827	$90	-$737	2026-11-03
Kingswood Wealth Advisors, LLC	CLOSED	0	51,270	-51,270	-100%	$403.5K	$0	-$403.5K	2026-10-23
Womack Financial LLC	CLOSED	0	31,890	-31,890	-100%	$251.0K	$0	-$251.0K	2026-10-14
Tokio Marine Asset Management Co LTD	CLOSED	0	7,200	-7,200	-100%	$56.7K	$0	-$56.7K	2026-10-26
Larson Financial Group LLC	CLOSED	0	113	-113	-100%	$889	$0	-$889	2026-11-05
Simplex Trading, LLC	CLOSED	0	51	-51	-100%	$401	$0	-$401	2026-11-04
Silver Grove Financial Group, Inc.	CLOSED	0	19	-19	-100%	$150	$0	-$150	2026-11-05
BlackRock, Inc.	N/A	—	4,452,743	-4,452,743	-100%	$35.0M	—	—	—
Capital World Investors	N/A	—	3,892,773	-3,892,773	-100%	$30.6M	—	—	—
CAZ Investments LP	N/A	—	3,855,757	-3,855,757	-100%	$30.3M	—	—	—
Nomura Asset Management International Inc.	N/A	—	3,605,148	-3,605,148	-100%	$28.4M	—	—	—
River Road Asset Management, LLC	N/A	—	3,250,951	-3,250,951	-100%	$25.6M	—	—	—
FMR LLC	N/A	—	3,228,648	-3,228,648	-100%	$25.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,876,221	-2,876,221	-100%	$22.6M	—	—	—
JPMorgan Chase & Co	N/A	—	2,770,943	-2,770,943	-100%	$21.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,767,362	-2,767,362	-100%	$21.8M	—	—	—
Massachusetts Financial Services Co	N/A	—	2,490,717	-2,490,717	-100%	$19.6M	—	—	—
State Street Corp	N/A	—	1,722,503	-1,722,503	-100%	$13.6M	—	—	—
Samjo Management, LLC	N/A	—	865,605	-865,605	-100%	$6.8M	—	—	—
Northern Trust Corp	N/A	—	602,041	-602,041	-100%	$4.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	584,629	-584,629	-100%	$4.6M	—	—	—
American Financial Group Inc	N/A	—	540,000	-540,000	-100%	$4.2M	—	—	—
AQR Capital Management LLC	N/A	—	534,491	-534,491	-100%	$4.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	521,280	-521,280	-100%	$4.1M	—	—	—
Algert Global LLC	N/A	—	515,071	-515,071	-100%	$4.1M	—	—	—
Nuveen, LLC	N/A	—	505,620	-505,620	-100%	$4.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	450,559	-450,559	-100%	$3.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	448,345	-448,345	-100%	$3.5M	—	—	—
Morgan Stanley	N/A	—	417,225	-417,225	-100%	$3.3M	—	—	—
Citadel Advisors LLC	N/A	—	407,361	-407,361	-100%	$3.2M	—	—	—
Voya Investment Management LLC	N/A	—	289,382	-289,382	-100%	$2.3M	—	—	—
Invesco Ltd.	N/A	—	236,152	-236,152	-100%	$1.9M	—	—	—
Raymond James Financial Inc	N/A	—	221,587	-221,587	-100%	$1.7M	—	—	—
Man Group plc	N/A	—	173,391	-173,391	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	168,796	-168,796	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	143,609	-143,609	-100%	$1.1M	—	—	—
Swiss National Bank	N/A	—	117,700	-117,700	-100%	$926.3K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	79,565	-79,565	-100%	$626.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	74,998	-74,998	-100%	$590.2K	—	—	—
Rhumbline Advisers	N/A	—	73,482	-73,482	-100%	$578.3K	—	—	—
California State Teachers Retirement System	N/A	—	69,699	-69,699	-100%	$548.5K	—	—	—
FJ Capital Management LLC	N/A	—	66,926	-66,926	-100%	$526.7K	—	—	—
Heritage Wealth Advisors	N/A	—	65,277	-65,277	-100%	$513.7K	—	—	—
Wells Fargo & Company	N/A	—	57,190	-57,190	-100%	$450.1K	—	—	—
Alliancebernstein L.P.	N/A	—	52,810	-52,810	-100%	$383.4K	—	—	—
XTX Topco Ltd	N/A	—	51,262	-51,262	-100%	$403.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	49,492	-49,492	-100%	$390.0K	—	—	—
Atom Investors LP	N/A	—	47,224	-47,224	-100%	$371.7K	—	—	—
SEI Investments Co	N/A	—	46,201	-46,201	-100%	$363.6K	—	—	—
Bank of America Corp	N/A	—	42,922	-42,922	-100%	$337.8K	—	—	—
Varcov Co.	N/A	—	40,512	-40,512	-100%	$318.8K	—	—	—
IEQ Capital, LLC	N/A	—	38,527	-38,527	-100%	$303.2K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	36,661	-36,661	-100%	$288.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	35,878	-35,878	-100%	$282.4K	—	—	—
Legal & General Group Plc	N/A	—	29,403	-29,403	-100%	$231.4K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	29,017	-29,017	-100%	$228.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	28,965	-28,965	-100%	$228.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	28,710	-28,710	-100%	$225.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	27,814	-27,814	-100%	$218.9K	—	—	—
Allstate Corp	N/A	—	26,341	-26,341	-100%	$207.3K	—	—	—
Tudor Investment Corp ET AL	N/A	—	24,508	-24,508	-100%	$192.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	23,570	-23,570	-100%	$185.5K	—	—	—
Cerity Partners LLC	N/A	—	22,314	-22,314	-100%	$175.6K	—	—	—
Jupiter Topco LLC	N/A	—	20,000	-20,000	-100%	$157.3K	—	—	—
Marshall Wace, LLP	N/A	—	19,715	-19,715	-100%	$155.2K	—	—	—
nVerses Capital, LLC	N/A	—	19,529	-19,529	-100%	$153.7K	—	—	—
Vident Advisory, LLC	N/A	—	18,654	-18,654	-100%	$146.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	17,387	-17,387	-100%	$136.8K	—	—	—
Mariner, LLC	N/A	—	15,823	-15,823	-100%	$124.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	15,534	-15,534	-100%	$122.3K	—	—	—
Intech Investment Management LLC	N/A	—	14,450	-14,450	-100%	$113.7K	—	—	—
Arax Advisory Partners	N/A	—	14,387	-14,387	-100%	$113.2K	—	—	—
Permanent Capital Management, LP	N/A	—	13,682	-13,682	-100%	$107.7K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	13,382	-13,382	-100%	$105.3K	—	—	—
Renaissance Technologies LLC	N/A	—	13,000	-13,000	-100%	$102.3K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	12,400	-12,400	-100%	$97.6K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	12,300	-12,300	-100%	$96.8K	—	—	—
New York State Common Retirement Fund	N/A	—	12,269	-12,269	-100%	$96.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,196	-12,196	-100%	$96.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	12,184	-12,184	-100%	$95.9K	—	—	—
SummitTX Capital, L.P.	N/A	—	12,018	-12,018	-100%	$94.6K	—	—	—
Squarepoint Ops LLC	N/A	—	11,920	-11,920	-100%	$93.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	11,074	-11,074	-100%	$87.2K	—	—	—
Storgate, LLC	N/A	—	10,800	-10,800	-100%	$85.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	10,683	-10,683	-100%	$84.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,554	-5,554	-100%	$43.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,494	-3,494	-100%	$27.5K	—	—	—
Royal Bank of Canada	N/A	—	2,310	-2,310	-100%	$18.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	891	-891	-100%	$6.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	370	-370	-100%	$2.9K	—	—	—
Rothschild Investment LLC	N/A	—	273	-273	-100%	$2.1K	—	—	—
Optiver Holding B.V.	N/A	—	176	-176	-100%	$1.4K	—	—	—
Cornerstone Financial Management LLC	N/A	—	89	-89	-100%	$700	—	—	—

Showing 147 of 147 institutions